Oracle OpenWorld - A quick take on all 22 press releases of Day #1 - #3

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Making Sense of the Oracle Announcements Crunching the Day #1 to Day #3 Press Releases

OC TOB ER 2015

HOLG ER MUELLER

PRI NCI PAL ANALYST & VP

1#OOW15


For Space Reasons… it is always:Oracle lorem ipsum Cloud Service

2#OOW15


What? MyPOV

3

Hardware – Security & SQL on chip

• Silicon Secured Memory

• Hardware assisted Encryption

• SQL in Silicon

• Delivers software in silicon

• Equals to Intel TXT

• SQL on Chip – where does it lead?


What? MyPOV

4

OS – Solaris 11.3 complements M7

• The OS side of the M7 Memory

Security

• DevOps support

• Immutable Virtual Machines

• OpenStack Heat support

• Important security additions

• Lower TCO for operations

• Example of hardware and OS working

together


What? MyPOV

5

Hardware – Customer Traction

• Customers

B&H Photo, ivv, Universiteit Hospitals

Leuven, BPC, Capitek

• ISVs

Jomasoft, MSC Software, SAS,

Siemens, Software AG

• Good traction on both customer and

ISV side – notable outside of US


What? MyPOV

6

Database – More for enterprise

• Exadata Cloud Service

• RAC for DB & DB Exa Cloud Service

• DR with Active Data Guard in cloud

• Free DB Test Drive of DB in the cloud

• 3 DB Cloud Services now (+ Backup)

• Less excuses for not moving DB to cloud

• Exa Cloud Service shows Oracle not

afraid to cannibalize hardware

• Backup Service popular


What? MyPOV

7

DB – Beta available for DB 12c R2

• Planned online movement of

pluggable DBs

• Better RAM Support

• Better Exa Analytics Support

• More features….

• Expanding on Multitenancy feature

• Adding, adding…


What? MyPOV

8

Middleware – Java Multitenancy

• Multitenancy for Java Workloads

• Multi Datacenter Availability

• Java SE 8 and EE 7

• DevOps Support Docker, Maven et al

• Data Integration Hive, Spark, Pig etc

• Major release to WebLogic

• Multitenancy for Java is key innovation

• Push on all fronts, notable for DevOps

& Data Integration


What? MyPOV

9

Cloud Platform – Services & Polyglot

• Support for Java, Javascript, Node

• Container Cloud, using Docker

• JAVA SE and Node Cloud Service

• PaaS = Developer Cloud Service

• Frameworks for Java & Javascript

• PaaS for Business users

• Important extension to JS and Node

• Docker, Docker….

• Oracle says PaaS

• Business User support with Builder

Cloud Service / Mobile Application

Accelerator


What? MyPOV

10

Cloud Platform – IoT, Cloud, Mobile

• Oracle Cloud Platform for Integration:

• IoT

• Integration

• SOA

• API Manager Cloud

• Citizen Integrator

• A Cloud product for different tastes of

integration

• Key for extensibility

• Too many products?


What? MyPOV

11

Cloud Platform – Customer Adoption

• 2500 organizations, 800 in Q1 FY 16

• Burger King Brazil – Oracle Java & DB

Cloud in 3 days

• Calix, DC Marketing, L&T Financial,

SuiteBox, Unisul

• Impressive Burger King Story, 5M in

penalties avoided

• Lacks the ISVs adoption…


What? MyPOV

12

Cloud Platform – Partner Adoption

• IaaS and PaaS adoption

• Cloud Marketplace Adoption

• 70+ ISVs listed

• Good start for Oracle PaaS

• Will have to see for IaaS adoption


What? MyPOV

13

IaaS & Cloud Platform - Adoption

• Accenture, Bitnami, Chef, CloudBolt,

(Infosys) EdgeVerve, LimePoint…

• …

• Early days, verdict still out


What? MyPOV

14

IT Ops – Cloud Management Suite

• Application Performance Monitoring

(APM)

• Log Analytics

• IT Analytics

• Partner quotes

• Good to see admin tools coming along

• Personnel cost is key

• Good to see partner quotes – who is

live?


What? MyPOV

15

Analytics / BigData – Visualization

• Data Visualization Cloud Service

• Automated Data Blending

• Storytelling

• Sharing

• IT free deployment - but quote from

Business Analyst from Skanska

• Traction 400 customers


What? MyPOV

16

BigData – Cloud Platform has it

4 new Services:

• Big Data Prep

• GoldenGate

• BigData Discovery

• NoSQL Database

• Overdue market move by Oracle

• Will see what adoption it will have

• Expect good ecosystem – but how

about stand alone adoption?


What? MyPOV

17

Apps – Global Adoption

Neutral global references across

• Customer Experience Cloud

• HCM Cloud

• ERP Cloud (Finance, Procurement,

PPM, EPM, GRC, and SCM)

• Good to see progress

• Better to have the real customers with

names!


What? MyPOV

18

Apps – Marketing gets better

• Leveraging Maxymiser acquisition

• Better Datalogix integration – Profile

• Match Multiplier across online and

offline channels

• BU concept for Content Marketing

• Integration work of Datalogix and

Maxymiser

• No mature wow features – where is

customer adoption?


What? MyPOV

19

Apps – ERP extended

• Financials – Cash Position & Forecast

• Procurement – Direct Materials

• Project Portfolio Mgmt – Dashboards

• SCM – Order Mgmt, Planning Central

• 1300 customers, 60 countries, 24

languages

• Oracle pushes ERP onwards

• Ahead of S/4HANA

• SCM is the major addition


What? MyPOV

20

Apps – HCM moves onwards

• Digital Transformation and

Globalization as drivers

• Learning across Cloud products

• Recruiting

• Workforce Rewards

• Workforce Management

• Differentiation around ‘edges’

• Over 5000 customers

• Traction – but Recruiting lingers


What? MyPOV

21

Apps – SCM for modern value chain

• Planning Central, Manufacturing and

Order Management Cloud

• Flow Support for:

Source to Settle / Ideas to

Commercialization / Order to Cash /

Plan to Product

• Good to see Manufacturing coming

along

• Massive Suite play – Procurement,

Inventory, Cost Mgmt, E-Commerce etc.

etc.


What? MyPOV

22

Apps – What Partners say

Blue Coat, Box, Biztech (a Denovo

Company), DAZ Systems, Drivestream,

Hitachi Consulting, KPIT, RJT Solution

Beacon, Zensar Technology

• Good to see

• Weakest press release – only quotes

• Needs more details on partner program


What? MyPOV

23

Partners – Cloud Marketplace

• Partner Apps:Accusoft, ADP, AgilePoint, AMC Technology, Augment, Avaya, Avention, Blue Coat, Box, Braintree, Citrix, Colabo, Configure One, Documill, Docusign, Dynamic Signal, FirstRain, Five9, GamEffective, Ghostery, GrinMark, HireRight, idio, IKO System, Infosys, Interactive Intelligence, JetPay, Jitterbit, Lattice Engines, Mintigo, MoNimbus, Response Wise, RingLead, Scout Exchange, SGC Software, Smartsheet.com, Success Software, Tenfold, uStudio, VajraSoft, and Windsor Circle.

• Sis available:Apex IT, Arclight Consulting, BizTech (a Denovo Company), Cognizant, ConfigConsultants, DAZ Systems, Drivestream, Emtec, eVerge Group, Frontera Consulting, HCL Technologies, Hitachi Consulting, Infosys, Infovity, KBACE Technologies, KPIT Technologies, KPMG, L&T Infotech, RJT Solution Beacon, Serene (an AST Company), Tata Consultancy Services, Velocity Technology Solutions, Version 1, Wipro, and ZensarTechnologies.

• Good to see a Marketplace

• Surprised by few number of solutions

• Early days


What? MyPOV

24

Charity – Oracle to open High School

• 550 student / 30 teach high school

• Opens 2017 – Design Tech High School

(d.tech)

• Located on Redwood Shores campus

• Oracle donates $2.5B p.a. to

education

• Always good to see the charitable

moves


What? MyPOV

25

Caution on the language


Join me and other innovators at

Constellation’sConnected Enterprise

The Ritz Carlton, Half Moon Bay, CA | November 4-6, 2015 | www.constellationr.com/events

Thank you. Any questions?

Holger Mueller

+1 650 395 8393

[email protected]

@holgermu

enswmu.blogspot.com

www.ConstellationR.com

mailto:[email protected]

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San Francisco | Andalucia | Belfast | Boston | Chicago | Colorado Springs | Cupertino | Denver | Irvine | London | Madrid

New York | NOVA |Pune | Sacramento | Santa Monica | Sedona | Sydney | Tokyo | Toronto | Washington, D.C.

www.constellationR.com